Integrated Wealth Concepts LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1737109
WALTHAM, MA
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,193,072
-$2,812,065 QoQ
Shares Held
47,304
-27.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#142
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,193,072 | 47,304 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,005,137 | 65,122 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,100,872 | 32,309 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,537,241 | 48,831 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,915,852 | 48,448 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,227,309 | 42,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,846,816 | 45,176 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,756,425 | 39,162 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,974,322 | 38,205 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,407,237 | 35,087 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,972,349 | 35,049 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,203,986 | 33,492 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,163,162 | 31,787 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,818,048 | 31,284 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,589,801 | 17,055 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,704,281 | 20,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,795,082 | 19,482 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,324,280 | 20,500 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,514,176 | 20,461 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,090,278 | 20,119 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,045,338 | 19,674 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,367,546 | 16,097 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,356,691 | 16,694 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,113,111 | 16,424 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,169,001 | 18,510 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,896,792 | 18,346 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||